Finance jobs in South Africa

Role Purpose

Attract, acquire, and retain clients by selling company products to generate new business and providing after-sales service to ensure client retention. This contributes to increasing market share and supporting the overall business objectives and long-term viability.

Requirements

• 2 - 3 years of experience in a Sales or Call Centre environment (essential)
• 2 years’ experience in the insurance and/or financial services industry providing financial advice (advantageous)
• Matric or equivalent NQF 4 qualification
• National Senior Certificate in Finance/Business Management or relevant qualification
• FAIS Compliance Requirements
• Regulatory examination (RE) 5
• Driver’s license and own transport (desirable)

Duties & Responsibilities

• Engage with prospective clients to highlight features and benefits of products based on their financial wellness needs, supporting their decision-making process.
• Sell products aligned with clients’ financial needs by conducting affordability analysis to meet their financial goals.
• Advise on tax and legal implications of products or changes.
• Accurately capture client information, actions, and sales on systems.
• Complete administrative and reporting requirements within set timeframes.
• Achieve targets related to production, quality, and conversion rates.
• Adhere to legislative compliance requirements during the sales process.
• Provide financial advice aligned with engagement strategies to enhance clients’ financial wellness.

• Investigate client queries within the agreed service levels and ensure timely feedback.
• Escalate queries to relevant departments or stakeholders.
• Provide accurate information and advice to ensure clients receive appropriate services.
• Report on service delivery against SLAs and customer targets.
• Build and maintain relationships with clients and stakeholders.
• Make recommendations to improve client service and fair treatment.
• Participate in a culture of rewarding relationships, feedback, and exceptional service.
• Proactively promote innovative and trustworthy product offerings through professional financial advisory services.

• Develop and maintain collaborative relationships with peers and stakeholders.
• Participate in change initiatives positively.
• Continuously develop professional, industry, and legislative knowledge.
• Contribute to innovation by sharing and implementing new ideas.
• Take ownership of career development.

• Identify solutions to improve cost-effectiveness and operational efficiency.
• Manage financial and other resources responsibly.
• Contribute to risk identification and communicate recommendations.

• Analyzing information: ask questions and find solutions.
• Interacting with people: build relationships and networks.
• Convincing others: persuade and negotiate effectively.
• Articulating information: explain concepts clearly and confidently.
• Thinking positively: stay optimistic and recover from setbacks.
• Meeting timescales: focus on targets and deadlines.